BusinessWeek: IBM remains the leader in sales, but Dell boasts the fastest revenue growth, making it S&P's top pick in computer stocks.
The server market continues to post solid growth, but we at Standard & Poor's believe the sales mix and competitive dynamics present challenges as vendors duke it out.
In the second quarter of 2005, server revenues grew 5.6%, according to technology market research firm IDC in Framingham, Mass. This level was in line with our expectations, and while unit-shipment growth remains in the double digits, at 10.9%, it was the lowest in more than two years.
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